- In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Headline inflation rebounds as electricity tariffs rise.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Rising inflation pressures on the back of bad weather conditions.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A modest rebound, but the outlook has deteriorated.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Downside surprise, SNB will have to ease more than we previously thought.
Melanie Debono (Senior Eurozone Economist)Global
In one line: A big blow to hopes of a 50bp cut in December.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Blame the continued reversal of helpful food base effects; m/m trends are still improving.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Subdued inflation pressures, allowing Banxico to cut rates further.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A benign inflation report despite a number of threats.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Fall in core confirmed & headline below the ECB’s target; October’s rate cut is a go
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Much more food disinflation ahead.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.
Miguel Chanco (Chief EM Asia Economist)Global
Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Subdued pressures in August, but rising expectations cloud the near-term outlook.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Finally falling at the headline level, but politics now a key risk.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Steady headline masks continued food disinflation.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Within a touch of the ECB’s target; September’s rate cut is a go
Melanie Debono (Senior Eurozone Economist)Global
- In one line: A mixed picture, as transportation costs rise while food prices decline.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Non-core pressures drive significant gains, offsetting the good news in core.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Blame Italy for the upside surprise.
Claus Vistesen (Chief Eurozone Economist)Global